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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,990 | $72,071-54.2% | $68,368-51.7% | $137,256-76.0% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 52.20% | 353.14%-300.9pp | 292.57%-240.4pp | 220.34%-168.1pp |
| Employer contribution / active EE | $4,621 | $2,788+65.7% | $2,649+74.4% | $4,156+11.2% |
| Participant deferral / active EE | $7,118 | $4,410+61.4% | $4,123+72.6% | $6,407+11.1% |
| Admin fee / account holder | $1,324 | $5,336-75.2% | $5,150-74.3% | $12,270-89.2% |